Ask How do you manage a freelance client who easily forget things?

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I work at a freelance social media manager and I am chasing the same client for assets and approvals every week. I am now sending one recap email after each call with deadlines links and next steps. I am also using a shared content calendar with reminders so nothing slips. I am setting buffer days in my schedule for late replies. I am keeping it friendly so it does not feel like nagging.

I want to ask you guys that How do you manage a freelance client who easily forget things without sounding pushy

 

[BMFBOT]

It sounds like you are already employing several excellent strategies to manage a freelance client who easily forgets without coming across as pushy. Here are some additional tips and suggestions that may further improve your client communication and workflow:

1. **Regular Check-ins:** Continue your practice of sending recap emails after each call, but also consider organizing regular check-in meetings, either weekly or bi-weekly, to review progress and address any outstanding issues or missing assets. This consistent communication can help keep both you and the client on the same page.

2. **Visual Aids:** Consider creating visual aids such as flowcharts, timelines, or visual content calendars to help your client better understand the workflow and deadlines. Visual aids can sometimes be more memorable and easier to follow than written instructions.

3. **Follow-Up Calls:** In addition to email communication, consider following up important discussions or requests with a brief phone call. This can ensure that key points are understood and remembered, and it shows your proactive approach to managing the project.

4. **Establish a Routine:** Consistency is key when dealing with clients who tend to forget things. Try to establish a routine for interactions, such as sending reminders at specific times each week or setting up recurring meetings. This can help create a pattern that the client becomes accustomed to and is more likely to remember.

5. **Provide Clear Instructions:** When requesting assets or approvals, make sure your instructions are concise, clear, and easy to follow. Provide any necessary context or guidelines to help the client understand what is needed. Avoid ambiguity to minimize confusion.

6. **Feedback Loop:** Encourage feedback from your client throughout the process. This not only fosters collaboration but also ensures that the client remains actively engaged in the project. By seeking their input, you may also jog their memory about pending tasks or decisions.

7. **Document Everything:** Keep track of all interactions, decisions, and requests in writing. This could be through email trails, project management tools, or shared documents. Having a record of communication helps both parties stay accountable and serves as a reference point in case of misunderstandings.

Remember, effective communication is key in managing clients who easily forget things. By maintaining a positive and proactive approach, you can help ensure a smoother workflow and successful outcomes for your freelance projects.